WJ Wealth Management
AMZN icon

WJ Wealth Management’s Amazon AMZN Stock Holding History

WJ Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.61M Buy
10,460
+140
+1% +$35.6K 1.06% 24
2026
Q2 		$2.46M Sell
10,320
-54
-0.5% -$13.6K 0.97% 27
2026
Q1 		$2.16M Sell
10,374
-308
-3% -$67.8K 1.01% 24
2025
Q4 		$2.47M Sell
10,682
-4
-0% -$915 1.08% 24
2025
Q3 		$2.61M Sell
10,686
-11,004
-51% -$2.49M 1.15% 22
2025
Q2 		$4.76M Sell
21,690
-1,008
-4% -$199K 1.5% 22
2025
Q1 		$4.32M Sell
22,698
-1,486
-6% -$322K 1.53% 21
2024
Q4 		$5.31M Sell
24,184
-2,888
-11% -$591K 1.83% 19
2024
Q3 		$5.04M Sell
27,072
-4,880
-15% -$890K 1.78% 19
2024
Q2 		$6.17M Buy
31,952
+11,950
+60% +$2.2M 2.25% 14
2024
Q1 		$3.61M Buy
20,002
+534
+3% +$89.1K 1.44% 20
2023
Q4 		$2.96M Buy
19,468
+156
+0.8% +$21.9K 1.29% 24
2023
Q3 		$2.45M Buy
19,312
+156
+0.8% +$20.9K 1.19% 22
2023
Q2 		$2.5M Buy
19,156
+10,046
+110% +$1.15M 1.18% 22
2023
Q1 		$941K Sell
9,110
-9,110
-50% -$880K 0.64% 29
2022
Q4 		$1.53M Sell
18,220
-1,360
-7% -$134K 0.89% 22
2022
Q3 		$2.21M Sell
19,580
-400
-2% -$50.6K 1.39% 18
2022
Q2 		$2.12M Buy
19,980
+7,480
+60% +$936K 1.51% 15
2022
Q1 		$2.04M Sell
12,500
-260
-2% -$40.2K 1.35% 14
2021
Q4 		$2.13M Hold
12,760
– – 1.27% 19
2021
Q3 		$2.1M Buy
12,760
+120
+0.9% +$20.7K 1.4% 23
2021
Q2 		$2.17M Sell
12,640
-440
-3% -$73.1K 6.74% 4
2021
Q1 		$2.02M Buy
13,080
+40
+0.3% +$6.34K 6.29% 5
2020
Q4 		$2.12M Buy
13,040
+100
+0.8% +$16K 6.61% 4
2020
Q3 		$2.04M Sell
12,940
-13,460
-51% -$2.12M 6.6% 6
2020
Q2 		$3.64M Buy
26,400
+13,840
+110% +$1.67M 2.55% 11
2020
Q1 		$1.22M Buy
12,560
+3,080
+32% +$298K 4.41% 7
2019
Q4 		$876K Buy
+9,480
New +$839K 2.21% 12

Other funds holding AMZN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

WJ Wealth Management's AMZN Position: Q3 2026 in Review

WJ Wealth Management increased its Amazon (AMZN) stake by 1.4% in Q3 2026, buying an estimated $35.6K and bringing the position to 10,460 shares worth $2.61M. The position accounts for 1.06% of the portfolio, ranked #24.

WJ Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.17M in Q2 2024. 3,967 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • WJ Wealth Management held 10,460 shares of Amazon worth $2.61M as of Q3 2026.
  • WJ Wealth Management bought 140 Amazon shares in Q3 2026, an estimated $35.6K.
  • Amazon made up 1.06% of WJ Wealth Management's portfolio in Q3 2026, its #24 holding.
  • WJ Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 28 quarters since.
  • WJ Wealth Management's Amazon position peaked at $6.17M in Q2 2024.
  • 3,967 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.